See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,310 | $152,460-72.2% | $118,746-64.4% | $147,584-71.3% |
| Participation rate | 94.7% | 82.3%+12.5pp | 78.3%+16.5pp | 82.8%+11.9pp |
| Annual return | 14.49% | 17.41%-2.9pp | 24.54%-10.0pp | 578.55%-564.1pp |
| Employer contribution / active EE | $3,705 | $5,046-26.6% | $4,193-11.6% | $4,876-24.0% |
| Participant deferral / active EE | $5,059 | $6,212-18.6% | $5,332-5.1% | $5,439-7.0% |
| Admin fee / account holder | $5,645 | $16,953-66.7% | $10,720-47.3% | $10,885-48.1% |